Team Operations Lead

RBC Dominion Securities is a leading wealth management firm seeking a Team Operations Lead to support a high-performing Private Investment Management team in Vernon, BC. As a Team Operations Lead, you will provide exceptional support to the team, manage business and operations, and execute activities and client contact as per the portfolio manager's business plan. Responsibilities: Assist with Client Experience Management and Service Plan execution for the team. Manage Portfolio Manager and team calendar of events, client meetings, holiday coverage, and team meetings/planning sessions. Ensure all key team processes are reviewed, updated, and executed consistently, striving for efficiencies. Oversee regulatory or firm-led initiatives that require execution by the team. Lead the team's marketing and communication channels while following brand guidelines. Ensure team functions cohesively by managing the execution of each member's roles and responsibilities. Ensure team members are exceptionally trained through continuous leadership and keeping up to date with available training and development programs offered by the firm. Support the team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities. Requirements: 2-4 years of experience in the full-service brokerage industry or related service industry. Canadian Investment Regulatory Exam, CIRE. High-quality time management and organization skills. Exceptional verbal and written communication skills. Nice-to-haves: Knowledge of RBC Dominion Securities' systems and procedures and proficiency with firm technology. Management experience or Human Resources experience. What's in it for you? A comprehensive Total Rewards Program, including competitive compensation and flexible benefits. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work and build close relationships with clients. The expected base salary range for this position is $38,000 - $60,000, with a discretionary/variable incentive payment up to 1.5x base salary. Job Data by YubHub .